Safe Harbor Assets provides investment management services on both a discretionary and non-discretionary basis. They also offer financial planning services, which include evaluating a client's current and future financial state, predicting future cash flows, and developing retirement and estate plans. Financial plans cover topics like financial goals, net worth, cash flow, retirement strategy, risk management, investment planning, tax reduction, and estate preservation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).